Summit Wealth Group’s Danaher DHR Stock Holding History

Summit Wealth Group’s Portfolio DHR Stock Details DHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-123,955	Closed	–	–	128
2023 Q1	$0	Buy	+123,955	New	+$28.2M	﹤0.01%	180

Other funds holding DHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Wealth Group's DHR Position: Q2 2023 in Review

Summit Wealth Group sold out of Danaher (DHR) in Q2 2023, closing a stake of 123,955 shares.

Summit Wealth Group first reported a position in DHR in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 2,068 funds tracked by Wall St. Rank hold DHR as of Q2 2023.

Summit Wealth Group reported no remaining Danaher position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 123,955 Danaher shares in Q2 2023.
Summit Wealth Group first reported a position in Danaher in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Danaher position peaked at $0 in Q1 2023.
2,068 funds tracked by Wall St. Rank held Danaher as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.